Download Release Notes for Version 0.64 Release Notes.pdf

What we released in December

customers and invoices

A new option to group and filter the Sales Analysis report

We’ve added a new grouping and filtering option on the Sales Analysis report, “by Created App Source”. This groups invoices on the report by its sales channel, such as Web Application, Point of Sale, External API, WooCommerce or Infusion (Legacy), allowing you to see where your different sales are coming from.

suppliers and purchase orders

Price updates on cost changes

To make managing your product pricing easier and to ensure margins are maintained, a new functionality has been added. 

When the cost price changes on a Purchase Order, a prompt can be set to remind you to change the prices, or using an on-screen option, a dialogue box can be opened to load selling price changes that go into effect when the Purchase Order is Received. 

We are still working on getting the labels to use the new prices that are loaded onto the Purchase Order, so for now you’ll need to reprint the labels from the Purchase Order Receipt.

Let’s see how the feature works:

This prompt currently only appears if the cost is changed on a Purchase Order. If the cost price change is entered in when doing either the Purchase Order Receipt or Purchase Order Receipt and Invoice, the prompt won’t appear. Instead, you can trigger the prompt manually by using the icon beside the Unit Cost field. This will be fixed in the next release.

To find out more about this new way to handle updating selling prices, see our help article https://infusion.helpjuice.com/en_AU/108773-supplier-purchase-orders/updating-product-selling-prices-from-purchase-orders

API

Calls now use either the UUID or Code rather than just UUID

Most API's have been changed to allow you to choose between the UUID for a field or the Code.  It is possible to provide both, and validation will be done to ensure the UUID provided matches the code provided.  If these two don't match, you will get a 400 error  advising they do not match.

Where there is no code for the UUID, e.g. Location, we are working on a solution which will be released at a later stage.

Other

Our Features Available Now in Infusion document now has the release months of all the features we have released this year, letting you know when those features you were asking for were introduced. 

What we Fixed in December

1. We’ve made some updates to the Cash Flow Analysis report. All transactions that impact the bank account are now captured in the report, with any transaction that doesn’t fit the other lines being assigned to the Other line

2. When recalling and posting invoices, we’ve made changes on the POS side to make it faster. This saves you time, bringing the speed of the POS system in line with that of the Customers module for recalling saved invoices, especially those with a significant number of lines.

3. We’ve improved our Cashbook Payment API. Now if you include a bank account GL account as a line item it will return a result letting you know that a bank account can’t be selected as a GL account, rather than silently failing as a result.